We know that wealth management is a lifelong process and may seem overwhelming at times. That is why we invite you to come and talk to the professionals in our Trust Department. We can provide you with all the products and planning tools necessary for accumulation, preservation and transfer of your wealth.
Wealth accumulation is a chief concern for young investors. Perhaps you are considering buying your first home, saving for your children's college education or purchasing a business. No matter what your goal is, State Central Bank is here to assist you.
As your wealth and income grow, your focus may shift to finding a balance between asset accumulation and preserving what you've accumulated. You begin to think seriously about retirement and planning for how you want to live in your retirement years. Perhaps you need assistance in an IRA rollover or help in purchasing the best long-term care insurance to meet your needs. State Central Bank can help you preserve the wealth that you have worked hard to accumulate.
Some of the most important financial decisions you make concern how to transfer the assets you have worked so hard to accumulate and preserve to your family and possibly charities. Working with the professionals at State Central Bank can ensure that your estate assets are distributed in a timely and efficient manner and in accordance with your wishes.
We look forward to assisting you manage your wealth. Contact us today at (319) 526-3862.
*Disclosures: Investments are not insured by the FDIC; are not a deposit or other obligation of the bank and are not guaranteed by the bank; and are subject to investment risk, including the possible loss of the principal amount invested.